RIXML.org is a consortium of buy-side financial services firms, sell-side financial services firms, and technology vendors who provide products and services for creating and distributing investment research and/or capturing interactions between research providers and research consumers. The goals of RIXML.org are to define an open protocol that will improve the process of categorizing, aggregating, comparing, sorting, searching, and distributing global financial research, and to define an open protocol that allows service providers, consumers, and interaction report aggregators to comply with the EU’s MiFID II reporting requirements.

The individuals who represent their firms include both IT experts and business-side project managers who represent the analysts, portfolio managers, and others who both produce and consume investment research.

 

RIXML is

  • a standards suite for describing investment research, capturing inter-firm interactions, and streamlining updates to coverage lists and research team rosters.
  • a consortium of firms working together to design and enhance the standards
  • an organization available to help you learn how the RIXML Standards Suite can help your firm

 

Introduction

RIXML.org was formed when a number of buy- and sell-side firms came together to discuss a common problem: the amount of investment research that was being distributed had outgrown the tools available to organize it. The consumers of investment research needed better ways to access the precise research they needed, and the creators of investment research needed a better way to ensure that their research was seen by those who would benefit from it.

Since the Research Standard was released, the organization has created other standards to address the needs of the industry, including an analyst roster change standard and a coverage standard. The newest standard, the RIXML Interactions Standard, enables firms to track interactions as required to comply with the EU’s MiFID II regulations.

More on the RIXML.org consortium

More on the RIXML Standards Suite

 

 

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Friday session ad

Our Friday Topic Series has concluded; however, we are in the process of making replays of the presentation portion of many of these meetings available.  These videos include the list of questions we would like your input on as we plan for RIXML v3.0, so feel free to watch them and let us know your thoughts - and feel free to share them with your colleagues as well!

Componentization

Entitlements

Tagging of Non-Standard Research